Latest Institutional Transactions on Ishares Msci Kld 400 Social Et (DSI)
This table provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
55New |
$3.83K - $4.82K
|
55
$6.07K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.14KNew |
$79.4K - $100K
|
1.14K
$126K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
1.92K+ 40.05% |
$134K - $168K
|
6.73K
$743K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-202Closed |
$14.1K - $17.7K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-118- 2.23% |
$8.21K - $10.3K
|
5.19K
$573K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8KNew |
$859K - $1.01M
|
10.8K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.23KClosed |
$177K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116KNew |
$9.25M - $10.9M
|
116K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.2KClosed |
$175K - $205K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
130New |
$10.3K - $12.1K
|
130
$14.4K
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.11KClosed |
$326K - $383K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.2KClosed |
$175K - $205K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-23.3KClosed |
$1.85M - $2.17M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.52KClosed |
$200K - $235K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.63KClosed |
$367K - $432K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-25KClosed |
$1.99M - $2.34M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-13.8KClosed |
$1.1M - $1.29M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
207New |
$16.4K - $19.3K
|
207
$22.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-568Closed |
$45.1K - $53K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-113- 76.87% |
$8.98K - $10.5K
|
34
$3.75K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-550Closed |
$43.7K - $51.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.46KNew |
$355K - $417K
|
4.46K
$493K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
510New |
$40.5K - $47.6K
|
510
$56.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
30New |
$2.38K - $2.8K
|
30
$3.31K
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-22.3KClosed |
$1.77M - $2.08M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.52KClosed |
$359K - $422K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-30.7KClosed |
$2.44M - $2.87M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
150New |
$12.5K - $14K
|
150
$16.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
14.3KNew |
$1.19M - $1.33M
|
14.3K
$1.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
582New |
$48.5K - $54.4K
|
582
$64.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.89KClosed |
$158K - $177K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-10.1KClosed |
$842K - $944K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
46.8KNew |
$3.9M - $4.37M
|
46.8K
$5.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-600Closed |
$50K - $56.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.6KClosed |
$550K - $617K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.3KNew |
$108K - $122K
|
1.3K
$144K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-92Closed |
$7.67K - $8.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.77KClosed |
$314K - $352K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-3.06KClosed |
$256K - $286K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-36Closed |
$3K - $3.37K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
$2.11M - $2.37M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09KNew |
$91.2K - $102K
|
1.09K
$121K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-758- 42.3% |
$63.2K - $70.9K
|
1.03K
$114K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
335+ 69.79% |
$27.5K - $29.4K
|
815
$90K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.2K+ 93.67% |
$4.7M - $5.03M
|
118K
$13.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$156K - $167K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30- 4.79% |
$2.47K - $2.63K
|
596
$65.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.43KClosed |
$692K - $740K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
50New |
$4.11K - $4.39K
|
50
$5.52K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-708Closed |
$58.2K - $62.2K
|
0
$0
|
|